Ready To Go

Moving to a new residence can be a challenge and sometimes seemingly complicated adventure. One way to organize and manage the move is by planning it backwards much in the way a project manager would handle the activity.

Every project begins by determining what you believe what done looks like. In other words, we can consider our moving project complete when a specific set of tasks are completed at an acceptable level of quality or standards. The key words for a home move are planning, preparation, resourcing, execution, and evaluation or closing. Let us make a starting assumption that you are moving into a new home versus rental or leased property.

Moving Tips

Planning and Resourcing

Planning: Start by developing a rough list of the major tasks to be completed then sequence them logically. As you research each item and begin planning, you will discover more tasks and details to be incorporated into the overall plan. Examples of major tasks include: determine method for shipping; determine projected moving cost; pack household goods; pack personal vehicle and travel to new destination; unpack household goods; change of address; insurance updates; close-out old utilities and start-up new utilities.

Resourcing includes the 3M's: Money, Materials and Muscle. Determine how many resources and costs are needed for each task. Don't make an uninformed guess as to a budget - be realistic. Collect and schedule the needed resources. Consider all facets of the move when predicting your monetary needs to facilitate the move to your new location. How much cost involved is dependent on several factors that include: the location or distance of the move, whether a sale and purchase of a home is involved, quantity and type of personal belongings involved. Hiring a moving company or renting PODs (including transporting of PODs) is expensive but very practical for long moves. Self-moving by renting a truck or trailer is usually less expensive but is generally less practical for long moves. Finally, make a decision on the method of transportation. Also consider hiring or recruit helpers for moving furniture if needed.

Research the options and get as detailed a cost estimate as you can, then set aside enough money for that transportation choice and any hired manpower requirements. Remember to factor in your own personal travel costs such as temporary housing expenses, gas, meals, hotels, so on and so forth. The total cost can reach several thousand dollars when all is said and done.

Establish a new bank, if needed, and transfer your funds. Coordinate with your old bank, you may need to close-out your current accounts and transfer to a new bank. You will want to have access to your money as soon as possible at your new location.

Moving Checklist

Prep and Steps

Preparation and packing your household goods: Start by reducing the inventory. Start by clearing out all those things you really don't need or want to keep. Hold a garage sale or donate items to Goodwill or the local Thrift Shop and throw away the junk. Properly dispose of flammables, recyclables, etc. Start collecting packing materials as such as card board boxes, old newspapers, towels, rags, blankets, bubble-wrap, nylon tape or professional packing tape, rope, twine, tie-down straps, and don't forget marking pens to write on the exterior of each container its content, fragility, or whether it has to be packed "This Side Up." Also locate a source for loading equipment such as a two-wheel dolly if needed. Inventory and document all items being shipped. Pre-pack as many of your goods and furniture yourself. All pre-packed items can be loaded quickly saving you time and money once the rented truck or PODS arrive. For anything of value take "before" and "after" pictures so that, if there is any damage upon arrival, these issues can be addressed with the shipping and insurance companies.

For personal vehicle preparation, invest in having your vehicle inspected by a reputable auto maintenance service center and ask them to check the vehicle to be sure that it can travel the required trip distance. Pack all your critical items and keep them with you. This includes, bank records, important documents, money, jewelry, medication, laptop, and military DD214.

ChecklistCredit: cory stophlet, 2014

Executing the Plan Tasks: The culmination of your detailed planning should, at the least have the following tasks listed in it:

(1) Close-out old utilities - notify your utilities and local services of disconnect dates.

(2) Order utility services for your new address - including Internet, TV, home phone, electricity and natural gas.

(3) Have personal vehicle checked for road worthiness.

(4) Pack household goods.

(5) Pack personal vehicle and fuel up. You might want to plan and prepare some food items and water for the journey.

(6) Ship personal belongings.

(7) Travel to new destination.

(8) Unpack household goods.

(9) Change of address and phone number change.

(10) Notify old post office and new post office of your new address.

(11) Update your insurance policies, auto, life, home etc.

(12) Start-up new utilities - upon moving into your new home the following tasks must be completed: contact the city or other local agencies as well as utility services to begin your electric, gas, water, trash, and sewage.

(13) Transfer bank accounts.

(14) File for your new automobile license tags, registration, and emissions testing.

(15) Locate schools, hospitals, library, shopping and then evaluate the completion of the moving tasks.

(16) Make a list of all the stores, magazine subscriptions, credit cards, memberships, various agencies, associations and services you have to include friends and family, physicians, and schools, and then provide these with an update of your new contact information.

(17) Locate any you'll need for your children and schedule time to complete their registration.

(18) Locate the library and parks.

(19) Locate your county and city information and location.

(20) If you're a military veteran locate the Veterans Administration hospitals and clinic.

(21) Don't forget your pets, make sure you've identified and coordinated for their care.

Checklist and Timeline

Last Word

Once you have final moved into your new home evaluate the completed tasks and develop a follow-on task list that included all the items you intend on doing later to enhance the property after you've moved in, for example, new paint on walls interior and exterior, new landscaping and maybe new appliances or furniture. Keep in mind that these, "after move in tasks," are not part of the actual move-in project plan. All the new tasks are things you want to do to tailor your new home to your personal tastes.

As stated early, moving to a new home can be a daunting venture; however, if you treat it as a project, breaking it down into separate logically sequenced tasks, you will succeed with minimal difficulty while maintaining control of the entire effort.